Santonocito and Associates

(425) 830-6612

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Managed Accounts
  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed Annuities
  • Structured Products

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
 

Have A Question?







Thank you! Oops!

Recommended Content

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?